Salesforce Jobs in Derby, CT

Planetree, a global non-profit organization working to humanize the healthcare experience, is growing and requires a Person-Centered Care (PCC) Consultant, Americas to join our highly engaged consulting team, charged with turning \"concept into reality\" by partnering with healthcare organizations around the world to implement evidenced-based, PCC practices. Our PCC Consultants work alongside client teams, \"rolling up their sleeves\" to identify, implement, and sustain PCC improvement opportunities and drive cultural transformation in complex operating environments. Our consultants wear many \"hats\": trainer, facilitator, coach, champion, data analyst, advocate, listener, and communicator (from board room to bedside). This is an ideal opportunity for someone who thrives in a fast-paced, client-facing role and wants to engage with organizations worldwide to advance a compassionate, person-centered vision for healthcare.

PCC Consultants apply their deep understanding of the global healthcare landscape including industry trends and key challenges and priorities to meet client needs. They own the day-to-day client relationship and partner to implement person-centered care practices. They work cross-functionally with internal team members to identify new opportunities to address client challenges, ensure solutions are implemented on time, and align with the client's PCC strategy. Consultants will proactively leverage best practices, proactive coaching, and relationship management to support client success.

The ideal candidate will have prior experience implementing Planetree's evidence-based framework for person-centered care and/or deep experience implementing PCC practices within a complex healthcare environment.

Responsibilities

Client Service Delivery

• Coach and support staff at client healthcare organizations to implement Planetree's PCC Framework according to the Planetree Method. This includes but is not limited to presentations, workshop facilitation, conducting assessments, and providing both oral and written reports and recommendations.
• Provide daily oversight and management of assigned client relationships and projects, supporting effective implementation of Planetree contracted programs and services.
• Demonstrate an understanding of the complex challenges facing healthcare organizations and how Planetree programs align with improvement/transformation activities.
• Cultivate relationships with assigned clients and engage with them as active partners, embodying Planetree's \"roll up your sleeves\" approach to partnership and service.
• Serve as a trusted advisor and confidante to senior leaders at client organizations, enabling and promoting positive organizational change.
• Understand, implement, and teach process improvement methodologies.
• Actively and curiously engage in continuous learning related to the evolution of person-centered care.
• Demonstrate an ability to consolidate large datasets into distilled themes and recommendations, including an understanding of relationships between qualitative and quantitative data.
• Independently manage travel to both domestic and international locations.

Product & Content Management

• Complete required training and maintain competency in all Planetree products and services.
• Seek feedback and review evaluation data to support continuous improvement in service delivery.
• Deliver services and content with high fidelity according to internal guidelines.
• Continuously evolve and improve Planetree tools and resources to advance PCC and organizational mission.
• Contribute to the development of curricula, plans of engagement, and assessment tools to support the needs of healthcare organizations.

Business Development & Marketing

• Collaborate with sales teams as required for complex proposals, client requirements, and requests for proposals.
• Prepare presentations and speak at conferences to represent Planetree and its services as required.
• Contribute to Planetree thought leadership through webinars, case studies, outreach.

Teamwork & Culture

• Live and uphold the Planetree Mission, Vision, and Values in all interactions with colleagues, partners, and clients.
• Be a reliable, kind colleague and partner in delivering high-quality programs and services to advance Planetree's mission.
• Demonstrate and convey compassion and empathy, partnership and collaboration and humility and openness.
• Be willing to give and receive constructive, just-in-time feedback.
• Contribute to Planetree's organizational learning and development by bringing field experiences and insights back to the team to drive innovation.
• Complete mandatory training as required.

Data & Billing

• Manage and update all client information in Salesforce.
• Track billable hours for client work to maintain accurate invoicing.
• Ensure minimum billing targets are achieved based on client delivery obligations.
• Manage budgets and contract spend-down for client engagements and conduct follow-up on accounts receivable as required with the Finance team.

Critical Skills

• Direct, hands-on experience implementing PCC or related practices or improvement programs within a complex healthcare organization.
• Demonstrated interest in driving positive change in healthcare.
• Comfortable engaging in professional communication (written, oral, non-verbal) with individuals from a variety of backgrounds and cultures.
• Able to manage multiple projects with competing priorities and timelines and deliver high-caliber work on time and budget.
• Flexible and able to adapt to various situations and conditions.

Minimum Competencies

Performance Evaluation

Performance objectives will be established at the beginning of the team member's period of employment. These objectives will be discussed and agreed with the team member's direct line manager. This will form the team members' Development & Performance Plan for the year.

Performance will be evaluated by:

• Feedback on work achievements and issues through ongoing discussions and performance evaluations
• Periodic external member/partner feedback on services provided
• Performance indicators for systems relating to the delivery of Planetree products and services
• Performance indicators for critical areas of responsibility

Diversity Statement

Planetree is a non-profit 501 (c) 3 organization. We work in over 35 countries and value diversity in our work and workplace. In our work, we promote respect, inclusion, and compassion towards all stakeholders in the healthcare enterprise. We encourage qualified candidates of any race, religion, creed, or orientation to join our mission-driven team.

Additional Information

All positions at Planetree require an applicant who has accepted an offer to undergo a background check. The specific checks are based on the nature of the position. Background checks may include some or all the following: SSN/SIN validation, education verification, employment verification, criminal check, search against global sanctions and government watch lists, fingerprint verification, credit check, and/or drug test. By applying for a position with Planetree, you understand that you will be required to undergo a background check should you be made an offer. You also understand that the offer is contingent upon successful completion of the background check and results consistent with Planetree's employment policies. You will be notified during the hiring process which checks are required for the position.

Pay Transparency Non-Discrimination Notice Planetree will not discharge or, in any other manner, discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions

About Auris

Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive.

Job Summary

Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Field Sales Representative you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Heartland products and services, and maintaining regular communication with the Payroll Territory (PTM) and/or Payroll Division Manager (PDM).

Your role as a Field Sales Rep is to close sales of our business solutions with merchants throughout the area. You will work closely with your local PDM or PTM to set appointments with business owners in person or face to face via your network and referral partnerships that you build. You will then run scheduled appointments, uncover needs, and present Auris solutions to close sales in small to mid-sized businesses.

During the training period, your PDM or PTM will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. After training you will have the opportunity to set your own work schedule to maximize the upside of 100% commission and the residuals on the business you bring in.

Responsibilities

• Responsible for prospecting new clients
• Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas.
• Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN
• Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date.
• Attend weekly team meeting and weekly one-on-one with leader
• Additional responsibilities may be assigned as needed

Minimum Qualifications

• 18 years of age or older
• Valid Driver’s License and valid automobile insurance
• Successful completion of pre-employment background check
• Must live in area relative to job posting location
• At least two years of relevant experience
• Excellent prospecting, communication, presentation, and networking skills
• Works well independently and as part of a team
• Incentive-driven sales “hunter”
• Professional demeanor and impeccable integrity
• High sense of urgency and innate sales talent
• Enjoys cold-calling and speaking with people face to face
• Accountable for measurable, high-quality, timely results
• Ability to be in the field, a minimum of 50% of the time

Preferred Qualifications

• High school diploma/GED
• Prior experience in a B2B Sales role
• Prior experience with a CRM tool, such as Salesforce or Hubspot

Competencies

• Awareness
• Driven
• Resilient
• Respectful
• Committedness

Compensation (pay transparency) and Benefits

• It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy.
• We're not messing around with compensation, offering uncapped weekly commissions, lifetime residuals, and portfolio equity.
• We know you're thinking about the future, so we've got a 401(k) and matching program to help you save up for your retirement.